Avestar Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Avestar Capital’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,289	Closed	-$356K	–	365
2023 Q1	$356K	Hold	4,289	–	–	0.06%	197
2022 Q4	$354K	Buy	4,289 +882	+26%	+$73.1K	0.06%	182
2022 Q3	$273K	Buy	+3,407	New	+$319K	0.07%	205
2022 Q1	–	Sell	-49,889	Closed	-$5.79M	–	486
2021 Q4	$5.79M	Buy	49,889 +2,538	+5%	+$277K	0.71%	28
2021 Q3	$4.82M	Buy	47,351 +7,978	+20%	+$846K	0.62%	37
2021 Q2	$4.01M	Buy	+39,373	New	+$3.9M	0.54%	52
2020 Q2	–	Sell	-3,750	Closed	-$262K	–	201
2020 Q1	$262K	Buy	3,750 +1,350	+56%	+$119K	0.14%	127
2019 Q4	$222K	Buy	+2,400	New	+$222K	0.13%	147
2019 Q3	–	Sell	-800	Closed	-$69K	–	816
2019 Q2	$69K	Buy	+800	New	+$70K	0.04%	255
2018 Q4	–	Sell	-3,000	Closed	-$242K	–	1009
2018 Q3	$242K	Buy	3,000 +2,244	+297%	+$185K	0.14%	95
2018 Q2	$61K	Sell	756 -30	-4%	-$2.32K	0.04%	255
2018 Q1	$58K	Sell	786 -15,175	-95%	-$1.16M	0.04%	233
2017 Q4	$1.31M	Buy	+15,961	New	+$1.34M	0.98%	14

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avestar Capital's VNQ Position: Q2 2023 in Review

Avestar Capital sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 4,289 shares — an estimated $356K sold.

Avestar Capital first reported a position in VNQ in Q4 2017 and held it in 13 quarters. The position peaked at $5.79M in Q4 2021. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Avestar Capital reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Avestar Capital sold 4,289 Vanguard Real Estate ETF shares in Q2 2023, an estimated $356K.
Avestar Capital first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 13 quarters.
Avestar Capital's Vanguard Real Estate ETF position peaked at $5.79M in Q4 2021.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Avestar Capital's 13F filing for Q2 2023, filed 2 Aug 2023.